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QuickBooks Online integration for project billing.

Connect project execution to finance in real time. Project Insight syncs directly with QuickBooks Online to eliminate manual entry, automate invoicing, and keep project and financial data in sync. Create invoices from project milestones, time, or expenses and give your accounting team live access to billable data.
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Automate work

Generate invoices automatically from project data.

  • Create invoices directly from time entries, expenses, or milestones.
  • Sync approved timesheets and expenses. No manual re-entry required.
  • Map users, time codes, and cost categories to QBO fields for billing accuracy.
  • Export invoice-ready records with line items, attachments, and audit trails.
  • Support both milestone and time and materials billing models.
QuickBooks Integration Example
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QuickBooks Sync Settings
Make work easier

Reduce re-entry and eliminate spreadsheet juggling.

  • Automate billing workflows and avoid duplication between systems.
  • Export to QuickBooks with a single click. No Zapier or manual API needed.
  • Field mapping ensures accurate transfers every time.
  • Improve visibility into project budgets, revenue, and billable work.

What sets Project Insight apart from other tools?

  • Most PM tools rely on Zapier or custom APIs. Project Insight offers a native two-way sync with QBO. No middleware required.
  • Unlike tools that stop at time export, Project Insight connects timesheets, expenses, and project data directly to invoice records.
  • Supports both time and materials and milestone-based billing in one workflow.
  • Field mapping ensures accurate data transfer with minimal setup time.
  • Create QBO jobs and accounts during export. No pre-setup in QuickBooks required.
  • Keep accounting in QuickBooks while your team works in Project Insight. No context switching needed.
Project Insight QuickBooks Online Integration Comparison